Donation management is used to create, manage and promote donation drives. Here you'll be able to track multiple campaigns, campaign donors, communication and donation amounts. The function has features which enable you to produce audit reports to keep track of different events. It is a standalone package available for your MySchool system.
Talk to your CSM if you wish to discover more about the module.
Module package
Campaign is a list view of all your ongoing campaigns. Create new ones in the configuration panel.
Donations is a list view of each donation received and entered into the module.
Donors integrate existing users who wish to donate into the system but also allow external donors to be stored. In the advanced options, MySchool lists the possible donation types, which can be configured.
Use the configuration panel under the Business & Operations tab, or module advanced options to access the configuration pages for event types, and creating campaigns.
Campaign
Create campaigns for different events or target audiences. Tracks donations against a target amount. Automatically tracks dates and times of the campaign. Can also be used to track non-monetary charity events. Messaging templates to contact a wide range of donors managed via the system. Everything can be exported to Excel.
Donations
Each donation is accorded a receipt number for audit purposes, and these cannot be deleted from the system to ensure complete transparency. A system is in place to void the payments for audit purposes. Filtered lists to track donors by name, campaign, and amount. Personalised messages are handled automatically by the system. History management of each donation which logs user actions.
Donors
We understand that managing donors during a campaign is tricky, making sure that everyone has been contacted, thanked, and given receipts can be a challenge. Having the donor management system integrated into user profiles enables MySchool to assist your teams in their admin duties. Understanding the progression from prospect, donor, inactive, or not interested is explained in this section.
Comments
0 comments
Please sign in to leave a comment.